DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Wellesley Asset Management, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Arik Paul SchechetWellesley Asset Management, Inc. mixed wealthSavant Wealth Management independent RIARIA to RIAFeb 5, 2025Apr 10, 2025 (64 d)
Darlene Marie MurphyWellesley Asset Management, Inc. mixed wealthSudbury Wealth Management, Inc unclassifiedOtherAug 15, 2024Jul 15, 2009
Taylor Joseph MorrisonWellesley Asset Management, Inc. independent RIACitizens Private Wealth independent RIARIA to RIAMar 24, 2023Mar 22, 2023
John LinsenmeyerWellesley Asset Management, Inc. mixed wealthPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankMar 23, 2021Jun 9, 2021 (78 d)
William Douglas KindleWellesley Asset Management, Inc. mixed wealthWindham Capital Management, LLC mixed wealthRIA to RIAMar 30, 2020Jun 29, 2021 (456 d)
Gregory Curtis EllmsWellesley Asset Management, Inc. mixed wealthAlgorithmic Investment Models otherOtherMay 8, 2019Feb 25, 2020 (293 d)
Michael Edward HoganWellesley Asset Management, Inc. mixed wealthCutler Capital Management independent RIARIA to RIAOct 30, 2018Oct 18, 2019 (353 d)
Eric Michael KellarWellesley Asset Management, Inc. mixed wealthLeader Capital Corp. asset managerOtherAug 9, 2018Oct 11, 2018 (63 d)
Thomas J CurtinWellesley Asset Management, Inc. otherLPL Financial LLC otherOtherJan 3, 2017May 3, 2017 (120 d)
Christopher Aristotle VassilopoulosWellesley Asset Management, Inc. otherAon Investments USA Inc. otherOtherDec 2, 2015Nov 14, 2017 (713 d)
Brett Thomas BartkiewiczWellesley Asset Management, Inc. otherMercer Global Advisors Inc. otherOtherSep 10, 2015Sep 24, 2015
Kevin B MorrisseyWellesley Asset Management, Inc. otherGrimes & Company otherOtherJul 30, 2015Aug 14, 2015
Christopher Luke WeissWellesley Asset Management, Inc. otherOsaic Institutions, Inc. otherOtherJul 22, 2015Sep 2, 2015 (42 d)
Todd Charles PniewskiWellesley Asset Management, Inc. otherMML Investors Services, LLC otherOtherJul 22, 2015Aug 7, 2015
Katherine Elizabeth PhillipsWellesley Asset Management, Inc. otherLoomis, Sayles & Company, L.P. otherOtherApr 30, 2015Feb 6, 2017 (648 d)
Keith Edward BrennanWellesley Asset Management, Inc. otherSvb Wealth otherOtherApr 10, 2015Sep 1, 2015 (144 d)
Arthur John BrachowskiWellesley Asset Management, Inc. otherCaptrust institutionalOtherApr 10, 2015Mar 15, 2022 (2531 d)
Michael MccullyWellesley Asset Management, Inc. otherNefpg independent RIAOtherJun 10, 2013Aug 16, 2022 (3354 d)
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18 moves match.